Our Services

Advice on wills

The Inheritance Tax legislation is complex and requires careful consideration. Except in respect of lifetime gifts which is a charge on the donor, the liability to Inheritance Tax falls on the beneficiaries and not the deceased. We can help you consider your future financial requirements when planning any lifetime transfer of assets.

With the introduction of of restrospective legislation relating to "pre-owned assets" it is important to review transactions going back as far as 1986 to ensure that proper or corrective action is taken.

The earlier you make arrangements, the greater your chance of taking advantage of the opportunities available and this will maximise the amount that goes to your beneficiaries.

We provide a discrete estate planning service which includes:

Help with formulating your will
Making full use of exemptions
Optimising lifetime transfers between spouses
Transferring agricultural or business property
Transferring assets into trust and advising on the formation of settlements
Life cover for potential inheritance tax liabilities